In a small group setting, explore your financial past and envision your abundant future. With your partner, discuss tools and techniques for achieving your financial goals.
Some topics include:
- Family Money Genealogy
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- Writing a Mission Statement
- The Budget Process
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- Roles in the Relationship (Who says "NO"!)
Hosted by:
- Karen Hahn, CPA, CVA
- Judy Davidson, LMFT (family therapist)
- Dorothy Whitman, financial advisor
RSVP: Karen Hahn, 408-263-8888
The Friday event is scheduled from 7 p.m. to 9 p.m. The Saturday class times runs from 9 a.m. to 4 p.m.